David J. Montanino
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
David Joseph Montanino was a registered financial advisor .
David is a previously registered financial advisor and started their career in finance in 1995. David had worked at 13 firms and has passed the Series 63, Series 65 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
January 26, 2011 - September 4, 2011
CALIBOURNE CAPITAL MANAGEMENT, LLC
September 30, 2005 - October 7, 2008
STRATEGIC ADVISERS LLC
September 30, 2005 - October 7, 2008
FIDELITY BROKERAGE SERVICES LLC
August 4, 2005 - October 5, 2005
CALIBOURNE CAPITAL MANAGEMENT LLC
October 11, 2004 - June 8, 2005
TORREY PINES SECURITIES, INC.
July 8, 2003 - March 29, 2004
FISHER INVESTMENTS
January 19, 2000 - May 2, 2000
J.P. TURNER & COMPANY, L.L.C.
August 20, 1998 - November 19, 1999
SUNPOINT SECURITIES, INC.
April 15, 1998 - August 12, 1998
WEST AMERICA SECURITIES CORP
July 11, 1997 - April 9, 1998
THE BOSTON GROUP
June 18, 1997 - August 7, 1997
MORGAN PEABODY, INC.
April 1, 1997 - May 23, 1997
FIRST CAMBRIDGE SECURITIES CORPORATION
March 4, 1997 - April 7, 1997
AUERBACH, POLLAK & RICHARDSON INC.
January 10, 1997 - February 20, 1997
FIRST CAMBRIDGE SECURITIES CORPORATION
August 14, 1995 - December 13, 1996
THE BOSTON GROUP
State Registrations and Notice Filings
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Visual representation of state registrations
Exams
Current firm
No current employment
Red Flags
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